Estate & Executor Coaching Services
We offer coaching services to help executors and seniors who want to do the work of estate execution or preparation themselves but want an experienced coach to help them navigate the process.
What Our Clients Receive
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Encouragement and Support
A knowledgeable and neutral sounding board for the questions and issues that come up along the way.
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Personalized Process
Detailed trackers designed for you and access to our documentation templates.
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Accountability
A partner to help you hold yourself accountable to achieving your goals.
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Knowledge Base
Access and referrals to resources and professionals as needed and desired.
Coaching Packages
There are a number of different ways to work with us. We highly recommend scheduling a free consultation, so we can tailor a package to your individual needs and help you maximize the benefits of working with a coach
For Seniors
We spread out coaching sessions to allow you the time to complete tasks in between sessions.
These engagements are often around 6 months depending on the depth of work to be done.
For Executors
We tend to design our work together with more sessions up front to help you work efficiently and avoid typical mistakes.
We often work with our executors, frequently and regularly and on an ad hoc basis after that.
For Everyone
The pace we go at and the topics we address are up to you.
We typically recommend at least 6-12 sessions to maximize the benefit of coaching.
Pricing
Packages are tailored to your needs. As such pricing is too. Please schedule a free initial consultation for us to explore your needs and design a package tailored to you.
Single Sessions
While we highly recommend a package, if you prefer a one-off session to seek specific guidance, we can accommodate that—our fee is $200 for one hour.
